ACUTA CAPITAL PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
28
Total value ($000)
$96,769
Net value change ($000)
+25,131 (35.1%)
New positions
8
Sold out positions
8
Turnover %
27.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TRML 8,304 183.1%
CDTX 4,806 54.9%
AMLX 4,529 NEW
OCUL 4,202 44.6%
DRUG 3,883 306.7%
CMPX 2,940 NEW
TERN 2,046 118.3%
KRYS 1,866 NEW
INSM 1,827 49.0%
COGT 1,478 NEW
Top Reduces (Value $000, Stocks/ETFs)
SLNO -5,315 -100.0%
TRVI -2,701 -100.0%
HELIX ACQUISITION CORP II -1,989 -100.0%
ASND -1,950 -50.0%
RVMD -1,656 -80.8%
AKRO -1,055 -100.0%
LQDA -945 -100.0%
RARE -866 -100.0%
PRAX -478 -15.3%
OCS -282 -13.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type